Independent Portfolio Consultants’s MarineMax HZO Stock Holding History

Independent Portfolio Consultants’s Portfolio HZO Stock Details HZO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-685	Closed	-$13K	–	741
2016 Q1	$13K	Buy	685 +215	+46%	+$3.69K	﹤0.01%	696
2015 Q4	$9K	Hold	470	–	–	﹤0.01%	718
2015 Q3	$7K	Buy	470 +335	+248%	+$5.89K	﹤0.01%	752
2015 Q2	$3K	Sell	135 -25	-16%	-$600	﹤0.01%	807
2015 Q1	$4K	Hold	160	–	–	﹤0.01%	782
2014 Q4	$3K	Buy	+160	New	+$2.93K	﹤0.01%	749

Other funds holding HZO

Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Impala Asset Management Palm Beach, Florida $197M AUM 86.77% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return